Documents

You can upload documents to several locations in Diligent Entities. To find out how to work with documents in Entities, see Managing documents.

Document templates

Document templates are files that you can prepopulate with frequently used data fields and categories in order to save time when you start creating new documents. Templates enforce wording, formatting and layout across letters, minutes, reports and all other documents (typically in Microsoft Word) that are automatically generated in DiligentEntities.

To learn more about working with templates, go to Document Templates.

AI Document Summary

If your organization has signed up for AI features in Entities, you can use AI to summarise documents available in Entities. To find out more, go to AI Document Summary.

Data Library

You can also upload and store documents in Data Library. To find out more about this functionality, go to Data Library.

Data Room

You can send documents easily and securely directly from DiligentEntities into a specified room or folder within Data Room (previously Secure File Sharing). Data Room uses specially designed security features to allow for the secure sharing of sensitive information from Entities with external parties such as auditors, regulators or third parties.

Documents in modernized Entities

The Documents listing page is a top‑level page in the modernized Entities experience that shows all documents in a table view. You can browse, search, filter, and download the from one place. Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

Note

You can view this information in modernized Entities and in classic Entities. To make changes to the data, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

Accessing Documents

Follow these steps to view document details:

  1. In modernized Entities, select Documents.

  2. Use the following options to filter and customize the view:

    • Search Directly search for information about the document.

    • Filters Use the Where from, Production date, and Checked out by filters to view document details.

    • Columns Use this option to customize the look of the table. For more information, refer to Columns.

    • Sorting or ordering Use multicolumn sorting on the Documents page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

  3. Select a Docref or Description cell to view the entity details.

    The details page shows the document information for the selected entity.

  4. Select the kebab menu for a row, to download the document or view document details.

  5. Select the related entity for a row to view its details.